Win Team Insurance Services, Inc.
CRD 136680SEC# 801-68877Irvine, CA
No longer SEC-registered. Win Team Insurance Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$56.6M
Employees
3
Accounts
155
Location
Irvine, CA
Win Team Insurance Services, Inc. assets under management
Win Team Insurance Services, Inc. is an SEC-registered investment adviser based in Irvine, CA. It reports $56.6 million in regulatory assets under management and employs 3 people.
Win Team Insurance Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Winston Crist Control | Chief Compliance Officer/President | Over 75% | 1999 |
Frequently asked questions
How much does Win Team Insurance Services, Inc. manage?
Win Team Insurance Services, Inc. reports $56.6 million in regulatory assets under management on its Form ADV.
How many employees does Win Team Insurance Services, Inc. have?
Win Team Insurance Services, Inc. reports 3 employees.
Where is Win Team Insurance Services, Inc. located?
Win Team Insurance Services, Inc. is based in Irvine, CA.
Does Win Team Insurance Services, Inc. disclose fund performance?
Win Team Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 560 Wald, Irvine, CA 92618 |
| Office hours | 7a.m.-4p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$56.6MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$56.6Mregulatory AUM
Discretionary $56.6M